Ravdeep Bhasin
Ravdeep Bhasin is a registered investment advisor at Global Advisors, LLC, based in Milpitas, CA, with 2 years of industry experience. Ravdeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
168 South Hillview Drive, Milpitas, CA, 95035
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2022Judgment / Lien
September 2015Other Business ActivitiesSells Insurance
Ravdeep is a licensed insurance agent, tax preparer, immigration consultant, financial consultant, and notary public through Global Advisors, LLC. This takes about 10% of Ravdeep's time, with a small portion during trading hours.
Employment History
Current Registrations
Global Advisors, LLC
Previous Registrations
Principal Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.